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The company has a wide “moat,” or competitive advantage.
Benjamin Graham • The Intelligent Investor, Rev. Ed (Collins Business Essentials)
To analyze a company’s economic moat, follow these four steps:
Pat Dorsey • The Five Rules for Successful Stock Investing: Morningstar's Guide to Building Wealth and Winning in the Market
This model may work when major network or scale effects are at play. These are powerful forces that blunt competition and protect margins. Think Google, Facebook and Uber.
Dru Riley • Bootstrap Funds: Post-Traction Investments, Access to Experts, Islamic Finance
Only 38 percent of companies in the random group had engineering defensibility, a statistic that shows an increased likelihood of success when there’s engineering complexity. Engineering alone, however, is often not enough. Many companies coupled engineering defensibility with other types of moats. About 28 percent of the billion-dollar startups ha
... See moreAli Tamaseb • Super Founders: What Data Reveals About Billion-Dollar Startups
Web3 applications lack some traditional sources of defensibility, but have a new powerful one: tokens.
Let’s explore “token network effects” ⬇️
quality. In the short run, this may not hurt the firm: If the clients are willing to pay us higher fees to be inefficient, why change? There is a reason to change. It is called “competition.”
David H. Maister • Managing The Professional Service Firm
Moats
Sustainable competitive advantages that enable an individual, team or company to outperform competitors in the long term.
nicole and • 12 cards